KS
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Kevin Serkin

3 Years of Experience
Highlands, NJ
Broker

Kevin Serkin is a registered investment advisor at Robinhood Asset Management, based in Highlands, NJ, with 3 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 252,664 clients with $1.5B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
111 advisors
IM Fee
Planning only
Assets Under Management
$1.5B

Fee Structure

Minimum Investment:$250K
Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

Highlands, NJ

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Robinhood Asset Management
January 2025 - Present · 1 yr 4 mos
Robinhood Financial, LLC
November 2023 - Present · 2 yrs 6 mos
Robinhood Financial, LLCBroker
November 2023 - Present · 2 yrs 6 mos
Previous Registrations
Genesis Global Trading, INCBroker
October 2022 - June 2023 · 8 mos
UBS Financial Services INC.Broker
August 2022 - October 2022 · 2 mos
State Registrations2 states
CANJ
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Kevin Serkin - Financial Advisor | TrueAdvisor